See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,025 | $84,233-65.5% | $170,442-83.0% | $70,131-58.6% |
| Participation rate | 34.5% | 70.8%-36.3pp | 83.6%-49.1pp | 69.5%-35.0pp |
| Annual return | 6.41% | 23.06%-16.6pp | 205.93%-199.5pp | 73.14%-66.7pp |
| Employer contribution / active EE | $474 | $3,387-86.0% | $5,433-91.3% | $2,342-79.8% |
| Participant deferral / active EE | $1,044 | $3,086-66.2% | $4,939-78.9% | $3,332-68.7% |
| Admin fee / account holder | $7,188 | $5,698+26.2% | $13,880-48.2% | $4,645+54.7% |